HoldingSector% Fund
AlphabetCommunication Services5.1
BroadcomInformation technology5.1
TSMCInformation technology3.8
MicrosoftInformation technology3.4
AppleInformation technology3.1
HoldingSector% Fund
SK hynixInformation technology3.0
ASMLInformation technology2.6
NVIDIAInformation technology2.2
Amazon.comConsumer discretionary2.0
JPMorgan ChaseFinancials1.9

Sector% Fund
Energy2.8%
Materials2.5%
Industrials16.9%
Consumer discretionary6.2%
Consumer staples3.9%
Health care7.3%
Financials12.3%
Information technology30.8%
Communication Services7.7%
Utilities4.7%
Real estate0.9%
Cash and equivalents4.1%

Name% Fund
North America53.2%
Europe25.9%
Japan6.7%
Pacific ex Japan2.1%
Other8.1%
Cash & equivalents4.1%